GDOC vs JEPQ

AGDOC

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common2.6%GDOC and JEPQ

GDOC

JEPQ

Goldman Sachs Future Health Care Equity ETF · $20MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+12.9%3 years · per year$14,382 · $17,406+20.3%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.29%12-mo yield$29 · $1,217 on $10k12.17%

−15.7%Worst dropSmaller wins−8.8%

16.7%VolatilityLower wins15.5%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsGDOC · JEPQ

2.6%ISRG0.7%

4.0%VRTX0.7%

3.0%ABBV0.5%

3.8%TMO0.2%

Held in common2.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk		0.75%	0.29%	+2.8%	+11.8%	+16.0%	+12.9%	new	−15.7%	$20M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk		0.75%	0.29%	+2.8%	+11.8%	+16.0%	+12.9%	new	−15.7%	$20M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GDOC vs JEPQ

GDOC

Goldman Sachs Future Health Care Equity

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGDOCJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.29%12.17%

5 years, per year[…][…]

3 years, per year+12.9%+20.3%

Worst drop · 1Y−15.7%−8.8%

Volatility · 1Y16.7%15.5%

5–0measures won
JEPQ first

2.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GDOC, JEPQ

Today

2.6%most shared, GDOC and JEPQ

GDOCJEPQ

GDOC—2.6%

JEPQ2.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee